OneStream Platform Forums

Hello, I have created an extensibility rule to extract values from the FileBytes column in the XFW_UTM_SupportDoc table, then convert the FileBytes to a file and save in the file share. See below for code snippet:   'Execute query and save attachment to file share folder Using dt As DataTable = BRAPi.Database.ExecuteSql(dbConnApp, fileBytesQuery, True) If Not dt Is Nothing Then For Each dr As DataRow In dt.Rows 'Process rows Dim fileBytesValue As Byte() = dr("FileBytes") Dim fileNameValue = dr("FileName") Dim taskNameValue = dr("TaskName") Dim fullFileName As String = fileNameValue 'Create file in file share, and store folder name Dim fileInfo As XFFileInfo = New XFFileInfo(FileSystemLocation.FileShare, fullFileName.toString) fileInfo.FolderFullName = "Applications/" & applicationName & "/Batch/Harvest/TaskManager_Exports" 'Convert fileBytes to file, and save in folder path Dim fileFile As XFFile = New XFFile(fi

Hi,  I'm having difficulties trying to specify the Parent Filter in the data management step and was wondering if anyone has encounter this before and can suggest a better approach. I'm creating a data management step to trigger custom calculate elimination rule and trying to specify multiple parent members however it doesn't seem to work properly. When debugging the BR, i can see api.pov.parent is returning nothing whenever multiple parent members are specified in the parent filter of the Data Management Step.  It does work properly when a single parent member is defined, but this means I need to create multiple data management steps to triger the same calculation.  Below is the illustration of this scenario. Appreciate all the help/advise i can get. Thank you.

Hello, Is there a way to set the default value for the member list . I created a parameter and wrote a XFBR string set this parameter as the default to the other parameter that is the bound value on the cbx and it did not work.   Any suggestions? 

Regarding check box selectors (selecting multiple options) in some of the dashboards that I have created, when selecting an entity, the user has to scroll down until they find the entities they are looking for. So, I would like to know if there is a way in which I could add a search bar or similar that could facilitate the search of the entity, account or dimensions desired. I know it is a long shot but it would be extremely useful. 

Hi all,   Does anyone know how to call a dynamic member list inside a member formula (well, I need it for a dynamicCalc but it can be generalized). I can call the member list in a CV with the call:  I#ICEntities.CustomMemberList(BRName= BRName, MemberListName= MemberListName, Param1 = Param1, Param2 = Param2, Param3 = Param3)   In the Design and Reference (Examples of Key Functions in Use (onestream.com)), we find an example of a static member list.  Thank you for the help. Regards

Hello! We continue to run into below error when changing our Global POV (application properties) over to our new fiscal year 2025. When our global POV is set to 2025P1 we receive the below error. When our global POV stays on our last month's 2024P12 we do not get the below error. We feel like we've checked what we can in regards to the transformation rules, workflow profile settings, cube settings etc., and can not seem to correct this issue. Any suggestions are highly welcome. Thanks!  

Hello,  For one of our customers, we want to make the flow selectable in the ICP matching parameters (Closing and Merge). This functionality works properly in the data adapter, which is linked to the pdf report (via a member list Flow Dim parameter). Method Query used : {|WFProfile|}{|WFScenario|}{|WFTime|}{|!SelectPlugAccount_ICMR!|}{C#EUR}{V#|!View_ICMR!|}{|!SuppressMatches_ICMR!|}{|!MatchingTolerance_ICMR!|}{E#|!SelectEntity_ICMR!|.Base}{E#|!SelectPartner_ICMR!|.Base}{F#|!SelectFlow_ICMR!|}{} However, this option doesn't seem to be available in the native ICP Matching data feed in an Interco workflow step. The filter in ICP matching parameters does not accept the parameter F#|!SelectFlow_ICMR!|  OSXF version: 8.0.0 Could you share your insights with us if there's ever a possibility of having this flow filter selection also by Interco workflow step? Thanks in advance for your help !

Hello,Our environment is OS Cloud 7.4 version.I am trying to explore if it is possible to copy OS internal App table data to external DB thru SIC? I know there is way to extract OS app table data and save to 'External' DB table with  "BRApi.Database.SaveCustomDataTable" command passing "External' DB location as a parameter. We currently extract/read from "Custom" DB connection thru SIC into OS Cloud no problem, but now I want to data to go out bound from OS DB to SIC "Custom" DB.Thank you.

Hi All,So I'm working on a dashboard that is tabular and each tab is linked to a different cube view component that are independent of each tab. All the tabs in the dashboard have one header with buttons that allows you to execute multiple different functions. Since each tab is tied to a different cube view I want one of the buttons in the header to perform a function based on which tab in the dashboard I am in. Is there a way to retrieve which tab I am in currently in a finance rule?   P.S- If there isn't a solution I can create two buttons that do similar functionality but the functionality is based on which tab they are in.

Dear OS Experts, really appreciate your support on this, I have written a business rule for some generic calculations based on the calender months. the rule is working for USD currency but it not working for CAD. Any suggestions on this code corrections?     Namespace OneStream.BusinessRule.Finance.Temp234Calc Public Class MainClass #Region "Main - xxx Calculation" Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As Object Try   Dim timePeriod As String = api.Pov.Time.Name Dim entityCode As String = api.Pov.Entity.Name Dim monthNumber As SByte = api.Time.GetPeriodNumFromId Dim yearNumber As Short = TimeDimHelper.GetSubComponentsFromName(timePeriod).Year Dim currScenario As String = api.Pov.Scenario.Name Dim currCons As ViewMember = api.Scenario.GetConsolidationView() Dim localCurrency As String = api.pov.Cons.Name   Dim conversionMonth As String = args.CustomCalculateA

When loading data through a workflow- and when "Load and Transform" is clicked-> we can get Import error like below. Where are these import error stored? I need to put the contents of below error in an email.     Where are these errors stored. 

Does anyone know what this error message means when trying to create an Extensible Word document? How do you create a document in Task Manager?  

Our Currency Override formula in the Flow Dim (EndBal_Input) has been working great, no issues. We have been using IC Elim's on all of our Balance Sheet accounts except Equity/Investments.  All of our E/I accounts are Currency overrides.  We turned this IC on in January and are now noticing that the Elim amt is the FX calc'ed value and not the Currency Override value.  Thus not zeroing out at O#:Top.  Not sure how to adjust the O#Elimination member at the parent level for IC members.  Any suggestions on how I might go about fixing.  Not sure if I need to include a fourmla in the Flow Dim to handle different Origins or if it is handled elsewhere.  Just looking for ideas to think about. In my example below you can see the Elim amount is using the Closing FX rate and not the Fixed USD amt or rate.   Clarke  

Hi, I need to make sure the first tab updates when the data changes on another tab after saving.  I tried to add the refresh on that save button and redraw that component from the first tab .   Is there a way to make this happen with the tabs.  I have to currently refresh the page in the upper right when I go to the first tab. Thanks, Sharon

What operation triggered in Transformation Event Handler when import process fails. For example, when Validation mapping fails: Operation Failed is Transformation.ValTrans.FinalizeValidateTransform   For example, when Validate Intersection fails: Operation Failed is Transformation.ValIntersect.FinalizeValidateIntersect   I am looking for similar event name when Import Process in workflow is failed.

Hello, Im tryin to derive few rows like this:E#[*]=HQ_MANTUGR:A#[R69204ALLOC]=R79204ALLOC:U7#[MREA01]=AREA01:U8#[EUR]=Noneis there any otpion i can use to tell the system to replace only the "6" in the account name R69204ALLOC by 7 to get R79204ALLOC and the "M" in the UD7 Name by A to get AREA01 ?  if this requires a business rule and you have one exemple please share it with me 🙂 thanks for you help

Auto Translation Property will impact the systeam performance in consoladation?

Hi , We are trying to upgrade our OS version from 7.4 to 8.4. We are following the Manual Guide provided by Onestream, and done with all the instruction as stated, But we are stuck at the last part where we need to configure the IIS Manager.  I am not sure what should be entered in the Username and Passoword. Our system is On-Prem and we used to connect to the software using this domain http::localhost:50001/Onestreamweb. Let's say my Username is ABC and password is 123. What should I write in the Username section ? Because some online instruction manuals say I have to write "domain/username" in here. I have tried multiple combinations but the connection is not working out. Please find some attachments below for reference.  Looking forward to your support and guidance, Any help would be appreciated

Hello - recently in our Production environment a new user inadvertently locked and certified all of the workflows used for variance commentary before they were completed for the period. These workflows are descendants of the top workflow for the actual scenario type. We were eventually able to unlock and un-certify them, but going forward, is there a way to prevent this from occurring again without assigning specific user groups to each individual workflow? Right now, all of the users that enter variance commentary are in one user group, because their property assignments change on a regular basis, and it would create a maintenance headache for our admin team having to keep up with the much larger user group population. 

Hi there, I'm trying to clean up the column headers on my cube view so that it leaves the view blank.  I have achieved this by adding the view to the member filter and using adding the following text:Name( ). I needed to use the view member filter since I've adding a trailing 3-month average column, otherwise the view member is determined by a dashboard parameter.   This works fine except for the column where I've needed to use the second member filter to designate the scenario such as the forecast column.  Does anyone know how I can modify this to so that the view member is blank for all columns?  

Hi,  Trying to upgrade from 7.3 to 8.2, I've been follow the "Upgrade Guide" from Doc-On-Premise but I have an issue at the end of the process.  I updated all Databases and Server configuration files as the documentaion shows.  I have Microsoft.AspNetCore.App 8.0.3 and the desktop runtime  Microsoft.WindowsDesktop.App 8.0.3. AspNetCoreModuleV2 is installed too.    But, when I try to connect to OneStream, the message is "Unable to connect to server using address "http://localhost:50001/OneStreamWeb": I've checked Event Viewer to get more detail about the issue and I got this information:  Thanks in advance for any help.  Regards    

When loading data to cube, through workflow step.  We can get Load error as below: Where are these load errors stored? I need to put these errors in an email content

Hi team , My client is demerging . So their current app has to be split into two new apps based on Entity structure.  What is the usual data migration strategy that is used ?  My question is more focused on Data Migration :  There are 4  sets of data :  1. Data Corresponding to Origin Import :  2. Data Corresponding to Forms  3. Data Corresponding to AdjInput ( i.e Journals Data) ( Along with Journal Information )  - Do we need to pass the journals again to the new Application or is there a way to export ( can be done using DM but any other way ) and importing them back in ?  4. Annotations  What is the best practices around it ?  What are the things that one should take care about ?  Regards, SS  

Can you please provide a snippet of Finance Business Rule code showing allocation of data based on a driver.

Hi, I have downloaded the Narrative Reporting solution from Marketplace but 'Mode' dropdown option is not available in the Narrative Reporting Dashboard where it usually should be (I have drawn a blue box). Ss attached Please assist.